Junior Broker Sales Representative

Responsibilities

• Triage Team Inbox
• Review incoming emails
• Categorize emails based on type of work
• Create service request for work that is done by other departments
• Send initial replies to requests to maintain response times
• Small Group Quoting
• Generate quote for Employer Groups
• Provide revisions to existing quotes
• Create New Group/Hire Worksheets
• Create side by side illustrations of benefits/rates in Excel
• New Business
• Enter Supply orders in System
• Send out enrollment materials via email
• Gather new business materials and create service request for processing
• Collect materials to process
• Ease builds
• Verify participating providers using carrier websites
• Data Integrity
• Set up new brokers and contacts
• Turn on quoting and web access for brokers
• Qualifications & Competencies
• Proficient in MS Office software, especially MS Outlook, intermediate Excel, MS teams Web based audio/video conferencing
• High School Diploma or General Education Degree (GED)
• University degree preferred
• Comprehensive organizational skills
• Clear, professional oral and written communication skills
• Ability to manage competing priorities, and negotiate mutually successful outcomes
• Collaborate and partner effectively with internal and external teams
• Strong problem-solving skills and solutions-oriented mind-set

Qualifications & Competencies

• Proficient in MS Office software, especially MS Outlook, intermediate Excel, MS teams Web based audio/video conferencing
• High School Diploma or General Education Degree (GED)
• University degree preferred
• Comprehensive organizational skills
• Clear, professional oral and written communication skills
• Ability to manage competing priorities, and negotiate mutually successful outcomes
• Collaborate and partner effectively with internal and external teams
• Strong problem-solving skills and solutions-oriented mind-set

Benefits

• Compensation includes a salary commensurate with experience
• Position eligible for annual bonus
• Full benefits package available
• Most benefits available first day of employment
• Generous Paid Time Off (PTO)
• Collaborative, continuing education focused work environment
• Career advancement opportunities